Member Info for Retireby40

NU stepping up to the plate in Chesh’s absence. Good work!

Thanks Paul. Hopefully all being well we’ll have an AGM we’re able to attend and can go for a celebratory beer!

In the meantime it’s important any RNS is detailed and hopefully an idea as to how we’ll commercialise any new products launched. Not long to wait!

High-net-worth individual is a term used by some segments of the financial services industry to designate persons whose investible wealth exceed a given amount. Typically, these individuals are defined as holding financial assets with a value greater than US$1 million. Wikipedia

I assumed it was more than thst TBH.

Anyway, DVRG holders will no longer be referred to as mug punters by TW and his dodgy crew. Seeing us go a lot higher will be great for all of us and hopefully we can help society along the way. The cherry would be TW still short and getting badly burnt.

Paul, by the end of next week we should have a much better idea. As I said this is my largest holding but news also due by end of month with 2 other investments of mine so come April I may well be a HNWI now wouldn’t that be something! The truth is I expect all 3 to deliver so it could be a superb time to be coming out of lockdown for me too!

I’ve been up and down like a yo-yo the last few months TBH and really looking forward to getting a sense of normality back. I live on my own, split with girl friend in the summer so really looking forward to doing normal things again.

Enough of my rambling but an exciting end to lockdown!

I’m sure I’ll be referring to us as sophisticated investors in the not too distant!

This is more like it! Remember this when I say we’ll be nearer to £1 than 30p come June 30!

Just looked in, good to see (still shocked Bid still in 20s) and maybe Helium are loading up some more! Not sure a PI will spend £150k in a day but who knows. It’s be great to get the RNSs we want from a higher base. Let’s have blue days until news hits and a steady 2-5% a day would be great!!

Ah okay Paul, sure they’ll do very well buying snd 24p so good luck to them!

Really looking forward to the next few weeks and I genuinely expect us to be nearer to 100p than 30p come end of Q2 if not early Q2 so April.

We are massively undervalued IMO and at the moment there is a trust/credibility issue. The next few RNSs should put that to bed. We are a high growth co so making losses shouldn’t mean our market cap so low as we should look forward. See below from deliveroo article and the same applies re value -

How can a company that lost over £200m in a year when trading conditions could not have been more favourable be worth so many billions?

That's the question many will be asking when trying to work out why Deliveroo is expected to hit that valuation when it makes its stock market debut in London.

The answer, of course, is that stock markets are all about pricing future profits, or at least in Deliveroo's case, the hope of future profits. The online food delivery service has grown quickly during the pandemic - sales last year were more than £4bn, nearly two-thirds up on 2019 - and it has been able to reduce its annual loss.

It is also investing heavily in technology and geographical expansion, and is eager to show investors that it has now honed its model and operating systems to the point that they can be quickly introduced into many more markets.

This promise of rapid growth and eventual bumper profits is what will drive Deliveroo's share price when it eventually comes to market. The challenge for its management team, led by founder Will Shu, is turning the promise into reality.

Helium did very well out of their last sale (which I understand due to the % value of its portfolio) but given where we are now (over 50% lower than their last large sale) I’m surprised they haven’t bought more. More fool them IMO as I imagine we’ll be nearer or beyond their last sale price than where we are now.

News due on skintrustclub and of course both products under test. A massive few weeks ahead.

Thanks Paul and hopefully we’re both sophisticated NHWIs.

Hutch our test is being validated/tested independently so we’re not waiting on AVCT’s validation, we’re also using Optimers from Aptamer. Anyway, news next week and here’s hoping it’s positive and detailed with a realistic roadmap/plan laid out. Detail needed, a woolly RNS will do us no favours and we’ll continue to languish. The last few RNSs have been positive but the share price hasn’t reacted well so I’m sure GB knows what’s needed and we’ll move to highs snd a good few of us will be sophisticated!

I have a large holding in AVCT but a larger holding here. Pointless comparing apples snd pares. Also, some rather impressive institutions bought shares at 120p, very savvy US funds who rarely invest in AiM PLCs which says a lot. Look at our large holders, aside from Helium it’s directors. That says a lot. I believe that will change on H2 but a silly comparison especially given the therapeutic arm of AVCT.

Anyway here’s hoping the next couple of RNSs attract some sophisticated investors and not retail mugs like me!! I think that will be the case.

It’s Affimer. We need a blockbuster RNS as even 20% from here is less than 34p. A blockbuster RNS with proper detail and we could multibag and should but a woolly jam tomorrow one and we’ll be in lower 20s. I’m sure GB has learnt from the last pump and dump so I think we’re gonna have a superb end to Q1.

If I had spare cash I’d add but am seemingly expecting news on all my holdings of which this is the largest.

Good question!

Dr Hopkins told the BBC's The Andrew Marr Show: "I think we have to prepare for a hard winter, not only with coronavirus, but we've had a year of almost no respiratory viruses of any other type. And that means, potentially the population immunity to that is less.
"So we could see surges in flu. We could see surges in other respiratory viruses and other respiratory pathogens."
Dr Hopkins said her role as a government advisor was to "prepare for worst-case scenarios".

https://www.bbc.co.uk/news/uk-56312621

The above indicates the advice will be to be prepared and if there’s an effective, generic antiviral it’s worth stockpiling and even more so as a couple of years shelf life. I’m sure it won’t just be the U.K. taking this approach. Great news for SNG.

thank you for your adviCe not adviSe.

Dr Susan Hopkins wouldn’t be surprised to have a proliferation of respiratory viruses this coming Autumn which strengthens the case for hospitals the world over to stockpile an approved anti viral therapeutic.

Last dosing of hospital trial and results took 7 weeks and 4 days (RNS landed on a Monday) so working to the same timescale would be Monday 15th March. I believe we have 20 or so more patients so I’d suggest W/C 22nd March for home trial results.

The B.1.1.7 strain is growing exponentially in the US, doubling every 10 days, and most prevalent for cause of infections in 3 of the most populous states, led by Florida nytimes.com/interactive/20…

It's great there hasn't been any rise in cases or hospitalizations in these states yet, but we can't expect to see that until the weeks after B.1.1.7 exceeds 50%.
The odds for a surge are still high and mitigation/vaccination are our best ways to blunt it.

https://twitter.com/erictopol/status/1368220747521425418?s=21

The B.1.1.7 strain is growing exponentially in the US, doubling every 10 days, and most prevalent for cause of infections in 3 of the most populous states, led by Florida nytimes.com/interactive/20…

It's great there hasn't been any rise in cases or hospitalizations in these states yet, but we can't expect to see that until the weeks after B.1.1.7 exceeds 50%.
The odds for a surge are still high and mitigation/vaccination are our best ways to blunt it.

https://twitter.com/erictopol/status/1368220747521425418?s=21